Strategic Wealth Partners’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+3,032
| New | +$201K | 0.02% | 312 |
|
|
2024
Q4 | $201K | Buy |
3,032
+1
| +0% | +$66 | 0.02% | 305 |
|
|
2024
Q3 | $219K | Buy |
3,031
+1
| +0% | +$72 | 0.02% | 280 |
|
|
2024
Q2 | $213K | Buy |
3,030
+1
| +0% | +$70 | 0.02% | 276 |
|
|
2024
Q1 | $241K | Sell |
3,029
-200
| -6% | -$15.9K | 0.03% | 253 |
|
|
2023
Q4 | $252K | Buy |
3,229
+101
| +3% | +$7.89K | 0.03% | 242 |
|
|
2023
Q3 | $208K | Sell |
3,128
-299
| -9% | -$19.9K | 0.03% | 271 |
|
|
2023
Q2 | $266K | Sell |
3,427
-150
| -4% | -$11.6K | 0.03% | 254 |
|
|
2023
Q1 | $240K | Sell |
3,577
-687
| -16% | -$46.1K | 0.04% | 235 |
|
|
2022
Q4 | $276K | Sell |
4,264
-49
| -1% | -$3.17K | 0.05% | 219 |
|
|
2022
Q3 | $229K | Buy |
4,313
+8
| +0.2% | +$425 | 0.05% | 247 |
|
|
2022
Q2 | $216K | Sell |
4,305
-119
| -3% | -$5.97K | 0.05% | 226 |
|
|
2022
Q1 | $258K | Sell |
4,424
-913
| -17% | -$53.2K | 0.05% | 225 |
|
|
2021
Q4 | $324K | Sell |
5,337
-22,999
| -81% | -$1.4M | 0.06% | 227 |
|
|
2021
Q3 | $1.73M | Buy |
28,336
+5,679
| +25% | +$348K | 0.51% | 45 |
|
|
2021
Q2 | $1.46M | Sell |
22,657
-508
| -2% | -$32.7K | 0.48% | 50 |
|
|
2021
Q1 | $1.51M | Sell |
23,165
-796
| -3% | -$51.7K | 0.6% | 42 |
|
|
2020
Q4 | $1.46M | Sell |
23,961
-1,221
| -5% | -$74.6K | 0.61% | 39 |
|
|
2020
Q3 | $1.45M | Buy |
25,182
+802
| +3% | +$46.1K | 0.73% | 31 |
|
|
2020
Q2 | $1.33M | Buy |
+24,380
| New | +$1.33M | 0.69% | 41 |
|
|
2019
Q4 | – | Sell |
-185
| Closed | -$13 | – | 413 |
|
|
2019
Q3 | $13 | Hold |
185
| – | – | ﹤0.01% | 480 |
|
|
2019
Q2 | $12K | Buy |
+185
| New | +$12K | 0.01% | 471 |
|